KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$22.2M
3
+$15.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$13.7M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$11.4M

Top Sells

1
+$12.4M
2
+$10.5M
3
+$8.85M
4
NEE icon
NextEra Energy
NEE
+$8.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.3M

Sector Composition

1 Technology 12.9%
2 Healthcare 7.45%
3 Financials 6.37%
4 Consumer Discretionary 4.93%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$728K 0.03%
13,930
+2,884
452
$726K 0.03%
16,772
+168
453
$725K 0.03%
6,166
+3,856
454
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+6,182
455
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12,529
-105
456
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2,499
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457
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8,757
-10,636
458
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19,477
+1
459
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15,789
460
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8,158
-2,851
461
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13,535
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462
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24,055
-4,410
463
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16,388
-4,239
464
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32,487
+3,120
465
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8,325
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466
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467
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7,541
468
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40,115
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471
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23,167
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472
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12,083
-2,918
473
$666K 0.03%
13,041
-1,742
474
$665K 0.03%
12,017
+1,504
475
$664K 0.03%
+9,116
17 18
19
20 21